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Month: May 2021

Podcast with Motley Fool: I/O Fund’s View of the Growth Market Right Now

I recently joined the Motley Fool podcast with Brian Feroldi and Brian Stoffel where we discussed electric vehicles, artificial intelligence, and whether growth tech investors should rotate into value. Below, we provide a summary of each video and YouTube clips.  As a bonus, I’m also adding my take on Fastly from podcasts with the Motley Fool and Chit Chat Money. While I remain bullish on the future of edge computing, I voiced my doubts about Fastly when the stock was skyrocketing, reaching a peak of $136.30 last October and a lower high of $122.75 early this year. I summarize my…